Howard Bernheim, CFP, CFA, CPA
Login to view DISC.Howard Bernheim is a Financial Advisor with Jalinski Advisory Group, holding CFA, CFP, and CPA designations. He leverages his extensive background in financial data from S&P Global Market Intelligence to address client needs in longevity, retirement income, and tax planning, with a focus on utilizing technology.
Colleagues of over 20 years describe him as exceptionally diligent, loyal, dependable, and personable. He is praised for his deep knowledge, proactive client service, and genuine care for understanding the academic and professional environments of his clients.
He possesses a unique combination of qualifications, including a Masters degree in Taxation from Philadelphia University.
Read the full overview →How Howard shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics Howard cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.